POINT B PLANNING, LLC

ATWOB
KATONAH, New York·3 registered advisors·CRD# 172961
SEC# 801-1185880(914) 302-3233
01

Firm Overview

AUM
$74M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at POINT B PLANNING, LLC

3 registered advisors
Jeffrey Stephen Wund
KATONAH, New York
Michael Tom
KATONAH, New York
Richard Todd Rebori
KATONAH, New York
05

Office Locations

KATONAH, New York
3 advisors

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Data sourced from SEC Form ADV filings. POINT B PLANNING, LLC (CRD# 172961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.